Many reports and other printing utilities allow you to select, on the basis of type and classification, what notes are to be printed as part of the report.
For example, the Purchase Order Report form allows you to print user-created notes associated with individual purchase orders, purchase order lines (for regular orders), and/or purchase order blanket lines and releases (for blanket orders). In addition, you can elect to print only notes classified as "external" notes, as "internal" notes, or both.
This topic provides the following tables to show what the various print options are, what forms they are found on, and where the source notes are created and attached:
For general information about notes, see Working with Notes.
The following table lists printable note options as they appear on report forms and utilities. Each entry in the first column displays first the option as it is labeled in the form and second the form(s) on which it appears. The second column displays the names of the forms from which the notes are taken, where they are created and attached.
In cases where multiples sources are possible, the form names are followed by numbers in parenthesis indicating which source (in the second column) is used for that form.
For more information about note-printing options and types of notes that can be printed, see Working with Notes.
| Note Label/ Form where found |
Source (Form where note is created/attached) |
|---|---|
| Customer (Print Invoice Text) Post Project Retention Invoice |
Customers |
| Display DO Line Notes Print Delivery Order Packing Slip Report |
Delivery Order Lines |
| Display DO Line Sequence Notes/Text Print Delivery Order Packing Slip Report Print Delivery Order Pro Forma Invoice Report |
Delivery Order Line Sequences |
| Display DO/BOL Notes Print Delivery Order Packing Slip Report |
Delivery Orders |
| Line (Print Invoice Text) Post Project Retention Invoice |
Invoice Milestones |
| Materials (Print Notes For) Item Current Routing Report |
Current Materials |
| Operations (Print Notes For) Item Current Routing Report |
Current Operations |
| Print Bill To Notes Consolidated Invoicing Estimate Response Form Report Invoice Builder Order Invoicing/Credit Memo Order Verification Report Print Price Adjustment Invoice RMA Credit Memo |
Customers, Ship-To records numbered 0 (zero) |
| Print Blanket Line Notes Change Order Report |
Purchase Order Blanket Lines |
| Print Blanket Notes Builder Purchase Order Report (2) Order Verification Report (1) Purchase Order Report (2) |
(1) Customer Order Blanket Lines (2) Purchase Order Blanket Lines |
| Print Change Text Change Order Detail Report |
Change Notes button on: Purchase Orders Purchase Order Blanket Lines Purchase Order Blanket Releases |
| Print Customer Notes A/R Invoice Credit Debit Memo Report Invoice Builder Order Invoicing/Credit Memo Post Project Invoice Milestones Print Price Adjustment Invoice Reprint Project Invoices Report |
Customers |
| Print ECN Item Notes ECN Report |
Engineering Change Notice Items |
| Print ECN Notes ECN Report |
Engineering Change Notices |
| Print Estimate Notes Estimate Response Form Report Estimate Status Report |
Estimates |
| Print External Notes On forms where this option appears in conjunction with other note-printing options, this option determines whether external notes from the other note-printing options are printed in reports. On forms where this and the Print Internal Notes options are the only note-printing options, the source of those notes is as shown in Other Internal/External Notes Sources. For more information about this and the Print Internal Notes options, see "Internal/External Notes" in Working with Notes. |
See Other Internal/External Notes Sources. |
| Print GRN Line Notes Vendor ASN Reconciliation Report |
Goods Receiving Notes Lines |
| Print GRN Notes Vendor ASN Reconciliation Report |
Goods Receiving Notes |
| Print Internal Notes On forms where this option appears in conjunction with other note-printing options, this option determines whether internal notes from the other note-printing options are printed in reports. On forms where this and the Print External Notes options are the only note-printing options, the source of those notes is as shown in Other Internal/External Notes Sources. For more information about this and the Print External Notes options, see "Internal/External Notes" in Working with Notes. |
See Other Internal/External Notes Sources. |
| Print Invoice, Debit, Credit
Memo Notes A/R Invoice Credit Debit Memo Report |
Invoice, Debit and Credit Memos To print the notes, place the notes on the header and not on the distribution. |
| Print Job Material Notes
(Print Job Matl Notes) Production Schedule Routing Report (1) Estimate Job Routing Report (2) Job Packet (2) |
(1) Production Schedule Item Materials (2) Job Materials |
| Print Job Operation Notes Production Schedule Routing Report |
Production Schedule Item Operations |
| Print Job Route Notes Estimate Job Routing Report Job Packet |
Job Operations |
| Print Line Notes Estimate Response Form Report (1) Purchase Requisition Report (2) Transfer Order Ship Pick List (3) Transfer Ship Packing Slip (3) |
(1) Estimate Lines (2) Purchase Order Requisition Lines (3) Transfer Order Line Items |
| Print Line/Release Notes
(Print Line Release Notes) Builder Purchase Order Report (2) Change Order Report (2) Consolidated Invoicing (1) Estimate Status Report (3) Order Invoicing/Credit Memo (1) Order Verification Report (2) Packing Slip (1) Print Price Adjustment Invoice (1) Purchase Order Report (2) Reprint Packing Slip Report (1) |
(1) Customer Order Lines (for regular orders) OR Customer Order Blanket Releases (for blanket orders) (2) Purchase Order Lines (for regular orders) OR Purchase Order Blanket Releases (for blanket orders) (3) Estimate Lines |
| Print Material Notes Generate Co-Product Mix Cost Distribution Item Revision Report Validate Co-Product Mix Cost Distribution |
Current Materials |
| Print Milestone Notes Post Project Invoice Milestones Reprint Project Invoices Report |
Invoice Milestones |
| Print Operation Notes Generate Co-Product Mix Cost Distribution Item Revision Report Validate Co-Product Mix Cost Distribution |
Current Operations |
| Print Order Notes Invoice Builder Order Invoicing/Credit Memo Order Verification Report Packing Slip Print Price Adjustment Invoice Reprint Packing Slip Report Transfer Order Ship Pick List |
Customer Orders |
| Print PO Blanket Line Notes Outbound Shipping Schedule Report |
Purchase Order Blanket Lines |
| Print PO Change Notes Change Order Report |
Change Notes button on Purchase Orders |
| Print PO Item Notes Inbound PO Acknowledgment Report (1) Outbound Purchase Order Report (2) Outbound Shipping Schedule Report (2) |
(1) EDI Purchase Order Acknowledgment Lines and/or incoming flat file (2) Purchase Order Blanket Releases |
| Print PO Line Notes Inbound PO Acknowledgment Report (1) Outbound Purchase Order Report (2) |
(1) EDI Purchase Order Acknowledgment Blanket Lines/Releases and/or incoming flat file (2) Purchase Order Blanket Lines |
| Print PO Notes Builder Purchase Order Report (1) Change Order Report (1) Inbound PO Acknowledgment Report (2) Outbound Purchase Order Report (1) Outbound Shipping Schedule Report (1) Purchase Order Report (1) |
(1) Purchase Orders (2) EDI Purchase Order Acknowledgments and/or incoming flat file |
| Print Progressive Billing Notes Invoice Builder Order Invoicing/Credit Memo |
Progressive Billings |
| Print Project Notes Post Project Invoice Milestones Project Packing Slip Reprint Project Invoices Report Reprint Project Packing Slip Report |
Projects |
| Print Requisition Notes Purchase Requisition Report |
Purchase Order Requisitions |
| Print Resource Notes Project Packing Slip Reprint Project Packing Slip Report |
Project Resources |
| Print RMA Disposition Notes Vendor Packing Slip Reprint Vendor Packing Slip Report |
RMA Item Dispositions |
| Print RMA Line Notes RMA Credit Memo RMA Verification Report |
RMA Lines |
| Print RMA Notes RMA Credit Memo RMA Verification Report |
RMAs |
| Print Ship To Notes Estimate Response Form Report Order Verification Report RMA Credit Memo |
Customers, Ship-To records not numbered 0 (zero) |
| Display Shipment Seq Notes Shipment Pro Forma Invoice Report Shipment Packing Slip Report |
Shipment Master AND Pack Confirmation |
| Display Shipment Notes Shipment Packing Slip Report |
Shipment Master |
| Display Shipment Package Notes Shipment Packing Slip Report |
Shipment Master AND Pack Confirmation |
| Print Transfer Line Notes Reprint Transfer Ship Packing Slip Report |
Transfer Order Line Items |
| Print Transfer Notes Reprint Transfer Ship Packing Slip Report Transfer Ship Packing Slip |
Transfer Orders |
| Project (Print Invoice Text) Post Project Retention Invoice |
Projects |
The following table lists those report forms and utilities where Print External Notes and Print Internal Notes are the only two note-printing options. The first column lists the form in which these options appear. The second column shows where the notes for that form are taken from.
NOTE: On other forms, where the Print External Notes and Print Internal Notes options appear in conjunction with other note-printing options, these options control which of the other note-printing options actually get printed. For more information, see "Internal/External Notes" in Working with Notes.
| Form (where found) | Source (form where note is created/attached) |
|---|---|
| Generate Order Pick List | Customer Order Lines (for regular orders) OR Customer Order Blanket Releases (for blanket orders) |
| Order Status Report | Customer Order Lines (for regular orders) OR Customer Order Blanket Releases (for blanket orders) |
| Customer Interactions Report | Customer Interactions |
| EDI Purchase Order Status Report | Customer Order Lines (for regular orders) OR Customer Order Blanket Releases (for blanket orders) |
| Estimate Worksheet Report | Estimate Lines |
| Estimates By Profit Report | Estimates |
| General Ledger | Journal Entries |
| General Ledger Check Information Report | Journal Entries |
| General Ledger Transaction Report | Journal Entries |
| Goods Receiving Note Report | Goods Receiving Notes Lines |
| Job Packet Job Header Job Traveller Operation Listing |
Job Orders Job Operations Job Operations AND Job Materials (This subreport has other options.) |
| Journal Transaction Report | Journal Entries |
| Multi-FSB General Ledger | Journal Entries
Multi-FSB Journal Entries |
| Multi-FSB General Ledger Check Information Report | Journal Entries
Multi-FSB Journal Entries |
| Multi-FSB General Ledger Transaction Report | Journal Entries
Multi-FSB Journal Entries |
| Multi-FSB Journal Transaction Report | Multi-FSB Journal Entries |
| Pro Forma Invoice Report | Transfer Orders |
| Prospect Interactions Report | Prospect Interactions |
| RMA Status Report | RMA Lines |
| Shipment Packing Slip Report | Shipment Master |
| Shipment Pro Forma Invoice Report | Shipment Master |
| Sales Contact Interactions Report | Sales Contact Interactions |
| Vendor Interactions Report | Vendor Interactions |